BALTIMORE HERITAGE INCORPORATED (EIN 520803045) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

Johns Hopkins

Phone

4103329992

Tax Period

2025-01-01 to 2025-12-31

BALTIMORE HERITAGE INCORPORATED, founded in 1960, is a small nonprofit that reported $477K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $153K, a strong 32% operating margin.

Mission

To preserve historic places in Baltimore.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $260,314

Program Service Revenue $133,514

Investment Income $82,818

Other Revenue $0

TOTAL REVENUE $476,646

Expense Breakdown

Grants Paid $0

Salaries & Benefits $156,338

Fundraising Expenses $9,510

Program Expenses $286,449

Other Expenses $166,887

TOTAL EXPENSES $323,225

Year-over-Year Comparison

	2025	2024	Change
Revenue	$476,646	$433,138	+0.1%
Expenses	$323,225	$325,089	0.0%
Net Income	$153,421	$108,049	+0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

Governance Policies

✗ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mara Murdoch	President	8	Officer	$0	$0	$0
Tabitha Atkins	Treasurer	4	Officer	$0	$0	$0
Lashelle Bynum	Secretary	4	Officer	$0	$0	$0
Allison Seylor	Vice President	4	Officer	$0	$0	$0
Matthew Compton	Membership Secretary	4	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$476,646	$323,225	$1,163,510	$153,421
2024	$433,138	$325,089	$1,033,041	$108,049
2023	$358,609	$248,379	$906,099	$110,230
2022	$234,046	$287,959	$796,069	$-53,913
2021	$490,804	$274,566	$853,852	$216,238
2020	$369,066	$276,595	$661,514	$92,471

BALTIMORE HERITAGE INCORPORATED